See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,972 | $133,922-61.9% | $116,228-56.1% | $142,382-64.2% |
| Participation rate | 84.6% | 77.9%+6.8pp | 74.6%+10.1pp | 80.1%+4.5pp |
| Annual return | 12.42% | 147.76%-135.3pp | 90.06%-77.6pp | 217.08%-204.7pp |
| Employer contribution / active EE | $756 | $3,446-78.1% | $2,994-74.8% | $4,299-82.4% |
| Participant deferral / active EE | $1,074 | $5,672-81.1% | $4,953-78.3% | $6,507-83.5% |
| Admin fee / account holder | $832 | $14,945-94.4% | $11,989-93.1% | $12,624-93.4% |